A MESSAGE FROM DELEGATE REGARDING COVID-19
Delegate Advisors’ Asset Class Perspectives + Market Index Returns: Q1 2021

Delegate Advisors’ Asset Class Perspectives + Market Index Returns: Q1 2021

Asset Class Perspectives
  Click here to download the PDF.   Disclaimer: This material is for information purposes only and for the use...
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Delegate CEO Andy Hart Named Among Forbes Best-In-State Wealth Advisors

Delegate CEO Andy Hart Named Among Forbes Best-In-State Wealth Advisors

Awards News/Media
We are pleased to announce that Delegate Advisors Chief Executive Officer Andy Hart has been named on the list of...
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Delegate Discussions: 2021 Outlook and Observations

Delegate Discussions: 2021 Outlook and Observations

Commentaries Uncategorized
 Click here for important information about this video. As we head further into the new year, it is essential...
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Delegate Advisors Shortlisted for the 2021 Family Wealth Report Awards

Delegate Advisors Shortlisted for the 2021 Family Wealth Report Awards

Awards News/Media
We are pleased to announce that Delegate Advisors has been shortlisted for the 2021 Family Wealth Report Awards in the...
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Andy’s Best BBQ Rib “Cheat” Ever

Andy’s Best BBQ Rib “Cheat” Ever

Uncategorized
At Delegate, our passion is serving our clients but there are so many other dimensions to each of our team...
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Delegate’s Favorite Holiday Recipes

Delegate’s Favorite Holiday Recipes

Uncategorized
As we approach the holiday season, comfort and joy come to mind. To spread some warmth and cheer, the team...
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A Delegate Discussion with Ethic: The “How” of Values-Aligned Investing

A Delegate Discussion with Ethic: The “How” of Values-Aligned Investing

Commentaries Delegate Discussions
 Click here for important information about this video.   At Delegate Advisors, sharing interesting information to enhance the financial...
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How to Prepare Your Portfolio for the Upcoming Election

How to Prepare Your Portfolio for the Upcoming Election

Commentaries
Next Tuesday, United States citizens will go to the polls to decide who will be the next President of the...
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Delegate Advisors’ Asset Class Perspectives + Market Index Returns: Q4 2020

Delegate Advisors’ Asset Class Perspectives + Market Index Returns: Q4 2020

Asset Class Perspectives Heard From Clients
Summary of Market Index Returns as of 9/30/2020 Delegate Advisors Asset Class Perspectives: Third Quarter 2020   Click here to...
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Dunkin Allison Discusses Real Estate Investing with U.S. News & World Report

Dunkin Allison Discusses Real Estate Investing with U.S. News & World Report

News/Media
Some alternative investments have the potential to produce higher returns than traditional assets, but they can also be much less...
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How to Hockey

How to Hockey

Uncategorized
At Delegate, our passion is serving our clients but there are so many other dimensions to each of our team...
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Dunkin Allison Discusses the Benefits of International Assets with U.S. News & World Report

Dunkin Allison Discusses the Benefits of International Assets with U.S. News & World Report

News/Media
Over the past decade, U.S. large-cap stocks have outperformed many other sectors and markets, helping them become a preferred asset...
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A Delegate Discussion with Ethic: The “Why” of Values-Aligned Investing

A Delegate Discussion with Ethic: The “Why” of Values-Aligned Investing

Commentaries Delegate Discussions
 Click here for important information about this video.   At Delegate Advisors, sharing interesting information to enhance the financial...
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Andy Hart Discusses How to Donate Complex Assets with Financial Advisor Magazine

Andy Hart Discusses How to Donate Complex Assets with Financial Advisor Magazine

News/Media Uncategorized
Many affluent individuals often want to share some of their wealth through philanthropic efforts. However, charitable giving is not always...
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Delegate Advisors Recognized in Financial Advisor Magazine’s 2020 RIA Ranking

Delegate Advisors Recognized in Financial Advisor Magazine’s 2020 RIA Ranking

Awards News/Media
We are pleased to announce that Delegate Advisors has been recognized by Financial Advisor Magazine’s Registered Investment Advisor Ranking for...
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Delegate Advisors’ Asset Class Perspectives: Q3 2020

Delegate Advisors’ Asset Class Perspectives: Q3 2020

Asset Class Perspectives
  Disclaimer: This material is for information purposes only and for the use of the recipient. Under no circumstances is...
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Delegate’s Summer Reading List

Delegate’s Summer Reading List

Uncategorized
For many of us, our summer plans will look a little different this year. Instead of travel plans or summer...
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Delegate Advisors Recognized By San Francisco Business Times for Third Consecutive Year

Delegate Advisors Recognized By San Francisco Business Times for Third Consecutive Year

Awards News/Media
We are pleased to announce that Delegate Advisors has been named to the Largest Bay Area Wealth Management Firms list...
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Stocks and Bonds in the Long Term

Stocks and Bonds in the Long Term

Commentaries
One question we anticipate clients having over our next group of scheduled quarterly meetings is if Delegate thinks that stocks...
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Dunkin Allison Discusses Technology’s Dominance with Yahoo Finance

Dunkin Allison Discusses Technology’s Dominance with Yahoo Finance

News/Media
Despite COVID-19 and the resulting economic shutdown placing 30 million American jobs at risk and industries such as banking, retail...
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Dunkin Allison Discusses the Strength of Technology Companies with Bloomberg

Dunkin Allison Discusses the Strength of Technology Companies with Bloomberg

News/Media
Even as the COVID-19 pandemic puts 30 million American jobs in peril, there is one sector of the economy that...
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How Long Will These High Unemployment Rates Last?

How Long Will These High Unemployment Rates Last?

Commentaries
When the domestic economy shut down in March, millions of workers immediately and unexpectedly lost their jobs. April's unemployment rate,...
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The Presidential Election’s Potential to Shift the Market After COVID-19

The Presidential Election’s Potential to Shift the Market After COVID-19

Commentaries
This week we're going to take a break from COVID-19 to remind you of something else that will likely have a...
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Here’s What Negative Oil Prices Really Mean

Here’s What Negative Oil Prices Really Mean

Commentaries
On Monday, oil prices crashed as the May futures contract for WTI crude, a widely used benchmark for the price...
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Downside Risks Linger Following Last Week’s Market Surge

Downside Risks Linger Following Last Week’s Market Surge

Commentaries
Last week was one of the best ever for domestic equity markets. Since the March 23 low, the S&P 500...
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The Importance of Remaining Cautious

The Importance of Remaining Cautious

Commentaries
Yesterday, the S&P 500 gained 7% on news over the weekend that the spread of the coronavirus had potentially slowed...
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How the Economy Will Continue to Hinge on COVID-19

How the Economy Will Continue to Hinge on COVID-19

Commentaries
Last week, a large number of states and metropolitan areas took the important and difficult step of imposing “shelter in...
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Estate and Tax Opportunities That Are Emerging in the Current Economic Environment

Estate and Tax Opportunities That Are Emerging in the Current Economic Environment

Commentaries
Question: Why should an investor consider transferring assets at a time like this? There are three primary “drivers” or actions...
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Will the Stimulus Package Mitigate Market Stress?

Will the Stimulus Package Mitigate Market Stress?

Commentaries
On Wednesday, the Senate agreed on a $2 trillion stimulus package to mitigate the effects that COVID-19 will continue to...
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Our Focus on Market Volatility

Our Focus on Market Volatility

Commentaries Uncategorized
Last week we saw extreme market volatility continue while the S&P 500 lost about 8% of its value due to...
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How to Think About the Current Market Correction

How to Think About the Current Market Correction

Commentaries
On February 28, we shared our thoughts on recent market volatility and the abrupt downturn in financial markets. While the numbers you’re...
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Watching the Coronavirus

Watching the Coronavirus

Commentaries
We are actively watching the current market volatility and sell-off in global equity markets. As you know, it has been...
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Negative Yielding Bonds and How You Can Avoid Them

Negative Yielding Bonds and How You Can Avoid Them

Commentaries Heard From Clients
What are negative yielding bonds? Who in their right mind would invest in something that promises to return less money...
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Recommended Reading from The Collaborative Fund: Three Big Things Shaping the World

Recommended Reading from The Collaborative Fund: Three Big Things Shaping the World

Uncategorized
As part of our work with wealthy families, we frequently discover interesting and relevant content from the financial media. One...
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Jim Powers in Forbes: Is Bitcoin the New Gold?

Jim Powers in Forbes: Is Bitcoin the New Gold?

News/Media
When geopolitical events such as the current trade war create an environment of global uncertainty, investors often turn to gold...
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How Can I Achieve Better Health and Wellness?

How Can I Achieve Better Health and Wellness?

Commentaries Heard From Clients
Our work is so much broader than the balance sheet, and inevitably during the New Year season, we find ourselves...
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Dunkin Allison Discusses the Holiday Stock Week with Bloomberg

Dunkin Allison Discusses the Holiday Stock Week with Bloomberg

News/Media
In the days leading up to Christmas, U.S. stocks reached record highs while trading was light. The Dow Jones surged...
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Delegate’s Holiday Reading List

Delegate’s Holiday Reading List

Uncategorized
Here at Delegate, we strive to discover interesting and relevant content, and we believe there is no one better to...
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Delegate Shortlisted for the 2020 Family Wealth Report Awards

Delegate Shortlisted for the 2020 Family Wealth Report Awards

Awards
We are pleased to share that Delegate has been shortlisted for the Family Wealth Report Awards in the category of...
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Delegate Advisors’ Asset Class Perspectives + Market Index Returns: Q4 2019

Delegate Advisors’ Asset Class Perspectives + Market Index Returns: Q4 2019

Uncategorized
Summary of Market Index Returns as of 9/30/2019 Delegate Advisors Asset Class Perspectives: Third Quarter 2019   Disclaimer: This material...
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Jim Powers Discusses Latest Federal Reserve Rate Cut Announcement with Reuters

Jim Powers Discusses Latest Federal Reserve Rate Cut Announcement with Reuters

Uncategorized
On Wednesday, October 30, the Federal Reserve cut interest rates for the third time this year in hopes of preventing...
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Delegate Advisors Named Among Citywire’s RIA Future 50 Firms of 2019

Delegate Advisors Named Among Citywire’s RIA Future 50 Firms of 2019

Awards News/Media
Delegate Advisors has been named on Citywire's RIA Future 50 list of 2019. This inaugural list recognizes the financial professionals...
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Dunkin Allison Discusses Brexit’s Effects on Europe ETFs with Bloomberg

Dunkin Allison Discusses Brexit’s Effects on Europe ETFs with Bloomberg

News/Media
As the United Kingdom continues its Brexit battle, exchange-traded fund (ETF) investors are taking notice and withdrawing their investments in...
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Delegate Advisors’ Asset Class Perspectives + Market Index Returns: Q3 2019

Delegate Advisors’ Asset Class Perspectives + Market Index Returns: Q3 2019

Asset Class Perspectives
SUMMARY OF MARKET INDEX RETURNS AS OF 6/30/2019 DELEGATE ADVISORS ASSET CLASS PERSPECTIVES: THIRD QUARTER 2019
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Delegate Advisors Named Among Top Financial Advisors in Greensboro, Chapel Hill & Winston-Salem, NC

Delegate Advisors Named Among Top Financial Advisors in Greensboro, Chapel Hill & Winston-Salem, NC

Awards News/Media
Delegate Advisors has been named on AdvisoryHQ’s 2019 ranking of the Top 10 Financial Advisors in Greensboro, Chapel Hill and...
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Andy Hart Discusses Opportunity Zone Funds with San Francisco Chronicle

Andy Hart Discusses Opportunity Zone Funds with San Francisco Chronicle

News/Media
As potentially one of the biggest federal-tax-saving opportunities in decades, Opportunity Zone funds are popping up left and right. Designed...
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Recommended Readings from Advisor Perspectives: U.S. Economy Predictions

Recommended Readings from Advisor Perspectives: U.S. Economy Predictions

News/Media
As part of our work with wealthy families, we often see content we find interesting and relevant from the financial...
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Delegate Advisors Named Among Largest Wealth Management Firms

Delegate Advisors Named Among Largest Wealth Management Firms

Awards News/Media
Delegate Advisors has once again been named on the Largest Bay Area Wealth Management Firms list by the San Francisco...
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Andy Hart Discusses Climate Change’s Impact on Investment Strategies with MarketCurrents

Andy Hart Discusses Climate Change’s Impact on Investment Strategies with MarketCurrents

News/Media
As climate change impacts the planet through hurricanes, rising water levels, floods and more, it is also impacting the way...
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Things You Should Know: The U.S. Moves Closer to a Trade War with China

Things You Should Know: The U.S. Moves Closer to a Trade War with China

Commentaries Things You Should Know
Throughout the month of May, tensions escalated between China and the United States regarding trade between the two global economic...
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Dunkin Allison Discusses Municipal Bond Funds with U.S. News & World Report

Dunkin Allison Discusses Municipal Bond Funds with U.S. News & World Report

News/Media
High-tax bracket investors are becoming increasingly interested in enhancing their portfolio’s income through municipal bond funds. Why are municipal bond...
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Delegate Advisors’ Asset Class Perspectives + Market Index Returns: Q2 2019

Delegate Advisors’ Asset Class Perspectives + Market Index Returns: Q2 2019

Asset Class Perspectives
SUMMARY OF MARKET INDEX RETURNS AS OF 3/31/2019 DELEGATE ADVISORS ASSET CLASS PERSPECTIVES: SECOND QUARTER 2019
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Jim Powers Discusses First-Quarter Earnings with Investing.com

Jim Powers Discusses First-Quarter Earnings with Investing.com

News/Media
Investors were skittish the day before first-quarter earnings reports from major Wall Street banks were due to be released, as...
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Andy Hart Discusses IPO Impact on Bay Area Real Estate Market with San Francisco Chronicle

Andy Hart Discusses IPO Impact on Bay Area Real Estate Market with San Francisco Chronicle

News/Media
This February, the volume of Bay Area home and condo sales increased by 12.9 percent from January. Despite this surge,...
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Andy Hart Discusses How to Invest with a Weakening Dollar with U.S. News & World Report

Andy Hart Discusses How to Invest with a Weakening Dollar with U.S. News & World Report

News/Media
Through the end of March, the U.S. dollar’s year-to-date return was marginally weaker against a basket of other currencies, and...
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Things You Should Know: The Yield Curve Inverts

Things You Should Know: The Yield Curve Inverts

Commentaries Things You Should Know
On Friday, March 22, 2019, the yield curve inverted when the yield on 3-month U.S. T-bills exceeded the yield on...
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Andy Hart Develops an Opportunity Zone Checklist with ThinkAdvisor

Andy Hart Develops an Opportunity Zone Checklist with ThinkAdvisor

News/Media
The idea of opportunity zone investing is rapidly increasing in popularity. In fact, according to the National Council of State...
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Things You Should Know: Emerging Market Equities

Things You Should Know: Emerging Market Equities

Commentaries Things You Should Know
In our Delegate Advisors Asset Class Indicators for the first quarter of 2019, we raised our outlook for emerging market...
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Delegate Advisors’ Asset Class Perspectives: Q1 2019

Delegate Advisors’ Asset Class Perspectives: Q1 2019

Asset Class Perspectives
BELOW ARE OUR ASSET CLASS PERSPECTIVES:
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Delegate Advisors Shortlisted for the 2019 PAM Awards in Two Categories

Delegate Advisors Shortlisted for the 2019 PAM Awards in Two Categories

Awards News/Media
We are pleased to announce that Delegate Advisors has been shortlisted for the 2019 Private Asset Management (PAM) Awards in...
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Delegate Advisors Shortlisted for the 2019 Family Wealth Report Awards

Delegate Advisors Shortlisted for the 2019 Family Wealth Report Awards

Awards News/Media
We are pleased to announce that Delegate Advisors President and Chief Advisor Andy Hart is a finalist for the Family...
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Andy Hart Discusses Amazon’s New Opportunity Zone Location with ThinkAdvisor

Andy Hart Discusses Amazon’s New Opportunity Zone Location with ThinkAdvisor

News/Media
After months of speculation, Amazon finally announced the locations of its two new headquarters: Long Island City, New York and...
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Andy Hart Discusses Opportunity Zone Investments with American Banker

Andy Hart Discusses Opportunity Zone Investments with American Banker

News/Media
On October 19, 2018, the Internal Revenue Service and the U.S. Treasury Department issued proposed regulations regarding Opportunity Zones designed...
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Andy Hart in ThinkAdvisor: Opportunity Zone Funds Are Coming to Market

Andy Hart in ThinkAdvisor: Opportunity Zone Funds Are Coming to Market

News/Media
ThinkAdvisor recently featured Delegate Advisors President and Chief Advisor Andy Hart in an article about Opportunity Zone funds. In the...
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Delegate Advisors Receives Award from The Family Wealth Alliance

Delegate Advisors Receives Award from The Family Wealth Alliance

Awards News/Media
We are pleased to announce that Delegate Advisors has won the Best in the Industry Award in the category of...
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Delegate Advisors Q3 Commentary

Delegate Advisors Q3 Commentary

Commentaries
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The Bull Market Shows Its Age

The Bull Market Shows Its Age

Commentaries
In the third quarter, domestic equity market values continued to increase, reaching new, all-time highs. The strong performance was driven...
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The Global Financial Crisis: Ten Years Later

The Global Financial Crisis: Ten Years Later

Commentaries
September 15, 2018, marked the tenth anniversary of what many consider the key event of the global financial crisis (“GFC”):...
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Delegate Advisors’ Asset Class Perspectives: Q3 2018

Delegate Advisors’ Asset Class Perspectives: Q3 2018

Asset Class Perspectives
BELOW ARE OUR ASSET CLASS PERSPECTIVES: Disclaimer: This material is for information purposes only and for the use of the...
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Andy Hart Discusses Cybersecurity Risks with MarketCurrents

Andy Hart Discusses Cybersecurity Risks with MarketCurrents

News/Media
Family offices currently face a heightened vulnerability to cyberattacks. To help family offices tackle these threats, MarketCurrents recently sat down...
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Andy Hart Discusses Cybersecurity in WealthManagement.com

Andy Hart Discusses Cybersecurity in WealthManagement.com

News/Media
The multitude of high-profile data breaches over the past several years has caused concerns about cybersecurity for both advisors and...
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How Can We Prepare Our Investments for The Next Market Correction And Impending Volatility?

How Can We Prepare Our Investments for The Next Market Correction And Impending Volatility?

Commentaries Heard From Clients
FIRST Selling everything and going to cash is generally a suboptimal investment decision. There is an old Wall Street saying...
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How Do I Protect Myself from Security Threats?

How Do I Protect Myself from Security Threats?

Commentaries Heard From Clients
In an age where security breaches and cyberattacks dominate the headlines, personal security is a concern for everyone. The good...
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How Do I Raise My Kids Amidst Wealth?

How Do I Raise My Kids Amidst Wealth?

Commentaries Heard From Clients
Heard from Clients Symposium: Findings from Our Conversation We recently met with a group of clients and colleagues to discuss...
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Delegate Advisors’ Q2 2018 Commentary

Delegate Advisors’ Q2 2018 Commentary

Commentaries
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Delegate Advisors’ Asset Class Perspectives: Q2 2018

Delegate Advisors’ Asset Class Perspectives: Q2 2018

Asset Class Perspectives
BELOW ARE OUR ASSET CLASS PERSPECTIVES:   Disclaimer: This material is for information purposes only and for the use of...
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Trade War Intensifies

Trade War Intensifies

Commentaries
In our last quarterly update, we discussed the implementation of tariffs and barriers to trade involving the U.S. and its...
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Yield Curve Moves Toward Inversion, Traditionally Signaling Recession

Yield Curve Moves Toward Inversion, Traditionally Signaling Recession

Commentaries
As we commented in our last quarterly letter, the yield curve has been flattening, and is moving toward becoming inverted....
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Andy Hart in FundFire: Family Offices Drive Down External Asset Management Fees

Andy Hart in FundFire: Family Offices Drive Down External Asset Management Fees

News/Media
FundFire reports that “family offices are putting ‘relentless pressure’ on external management fees as they seek to offset higher costs...
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Chicago Tribune: Andy Hart on the Success of the Walton Family

Chicago Tribune: Andy Hart on the Success of the Walton Family

News/Media
The Chicago Tribune recently profiled one of the world’s wealthiest families, the Waltons, whose patriarch Sam Walton founded Walmart, Inc....
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Andy Hart Comments to Bloomberg on the Success of the Walton Family

Andy Hart Comments to Bloomberg on the Success of the Walton Family

News/Media
One of the world’s wealthiest families, the Waltons, whose patriarch Sam Walton founded Walmart, Inc., has built a fortune of...
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Delegate Advisors Recognized By Financial Advisor Magazine

Delegate Advisors Recognized By Financial Advisor Magazine

Awards News/Media
Delegate Advisors has been included once again on Financial Advisor Magazine’s Registered Investment Advisor Survey and Ranking for 2018, which...
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Heard from Clients: Can I Take Advantage of Falling Investment Markets?

Heard from Clients: Can I Take Advantage of Falling Investment Markets?

Commentaries Heard From Clients
In general, we feel it’s pretty rare for investors to have opportunities to make outsized returns. Doing so typically requires...
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Andy Hart Discusses MLPS in U.S. News & World Report

Andy Hart Discusses MLPS in U.S. News & World Report

News/Media
As interest rates rise, many investors are re-considering if MLPs, master limited partnerships which invest in American energy infrastructure, still...
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Trade Wars Brewing

Trade Wars Brewing

Commentaries
On March 1, 2018, President Trump announced via Twitter that “trade wars are good, and easy to win.” Soon thereafter,...
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Delegate Advisors’ Asset Class Perspectives: Q1 2018

Delegate Advisors’ Asset Class Perspectives: Q1 2018

Uncategorized
Below are our asset class perspectives:
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Canaries in the Coal Mine

Canaries in the Coal Mine

Commentaries
In our last update, we noted that the theme of 2018 was to be coordinated global growth. In the past...
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Delegate Advisors Wins Multi-Family Office Award from Family Wealth Report

Delegate Advisors Wins Multi-Family Office Award from Family Wealth Report

Awards News/Media
We are pleased to share that Delegate Advisors has won the Family Wealth Report Award in the category of Multi-Family...
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Delegate President Andy Hart Discusses Fixed Income ETFs’ Move into ESG

Delegate President Andy Hart Discusses Fixed Income ETFs’ Move into ESG

News/Media
Impact investing, which seeks both financial returns and philanthropic impact, is on the rise, and as a result, there is an...
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Delegate President Andy Hart Discusses Recent Volatility in Financial Advisor Magazine

Delegate President Andy Hart Discusses Recent Volatility in Financial Advisor Magazine

News/Media
Despite the recent market pullback, some advisors are still optimistic that 2018 might be a positive year for the domestic...
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Andy Hart in U.S. News & World Report: What Is a Flattening Yield Curve?

Andy Hart in U.S. News & World Report: What Is a Flattening Yield Curve?

News/Media
The difference in the yields between short-term and medium-term interest rates is narrowing, and it has many investors asking if this...
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Delegate Advisors’ Asset Class Perspective: Q1 2017

Delegate Advisors’ Asset Class Perspective: Q1 2017

Asset Class Perspectives
Disclaimer: This material is for information purposes only and for the use of the recipient. Under no circumstances is it...
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Risk That Hinders Global Growth

Risk That Hinders Global Growth

Commentaries
While 2018 is shaping up to be a year of coordinated global growth, key risks that may serve as headwinds...
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Cryptocurrencies Take Off

Cryptocurrencies Take Off

Commentaries
Cryptocurrencies (e.g., Bitcoin, Bitcoin Cash, Ethereum, and Litecoin) have taken off this year, dominating headlines in the fourth quarter amid...
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A New Fed Chair Inherits a Flattening Yield Curve

A New Fed Chair Inherits a Flattening Yield Curve

Commentaries
On November 2, 2017, President Trump announced that Jerome “Jay” Powell will replace Janet Yellen as the Federal Reserve Chair...
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New Tax Law Likely to Boost Corporate Earnings

New Tax Law Likely to Boost Corporate Earnings

Commentaries
On December 22, 2017, President Trump signed the Tax Cuts and Jobs Act into law. This bill represents the largest...
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Delegate Advisors’ Asset Class Perspectives: Q4 2017

Delegate Advisors’ Asset Class Perspectives: Q4 2017

Asset Class Perspectives Commentaries
Disclaimer: This material is for information purposes only and for the use of the recipient. Under no circumstances is it...
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Delegate Advisors Shortlisted for the 2018 PAM Awards in Two Categories

Delegate Advisors Shortlisted for the 2018 PAM Awards in Two Categories

Awards News/Media
We are pleased to announce that Delegate Advisors has been shortlisted for the annual Private Asset Management (PAM) Awards in...
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Delegate Managing Partner Andy Hart Speaks to FundFire About the Growth of Family Offices

Delegate Managing Partner Andy Hart Speaks to FundFire About the Growth of Family Offices

News/Media
Delegate Managing Partner Andy Hart recently commented to FundFire about the growth of the multi-family office channel and the increased...
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Delegate Advisors Shortlisted for the 2018 Family Wealth Report Awards

Delegate Advisors Shortlisted for the 2018 Family Wealth Report Awards

Awards News/Media
We are pleased to announce that Delegate Advisors has been shortlisted for the Family Wealth Report Awards in the Client Initiative and...
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Andy Hart Discusses Navigating Uncertainty at the RIA West Investment Forum

Andy Hart Discusses Navigating Uncertainty at the RIA West Investment Forum

News/Media
Delegate Advisors Managing Partner Andy Hart recently spoke at the RIA West Investment Forum – a conference that brings together...
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Heard from Clients: How Do I Know My Investments Are Okay?

Heard from Clients: How Do I Know My Investments Are Okay?

Commentaries Heard From Clients
In today's volatile global financial markets, headlines of doom often dominate our morning reading. Many times, no investment action is...
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Equifax Was Hacked – How Can You Protect Yourself and Your Family?

Equifax Was Hacked – How Can You Protect Yourself and Your Family?

Commentaries
As many of you may know, Equifax, one of the three major U.S. credit reporting bureaus, recently announced that it...
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Financial Advisor Magazine Lists Delegate Among the Ten RIAs Serving the Wealthiest Clients

Financial Advisor Magazine Lists Delegate Among the Ten RIAs Serving the Wealthiest Clients

Uncategorized
Delegate Advisors has been named to Financial Advisor magazine’s list of the 10 RIAs Serving the Wealthiest Clients based on average client...
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Heard from Clients: Why the “Why” Questions Matter Most

Heard from Clients: Why the “Why” Questions Matter Most

Commentaries Heard From Clients
 WHY “WHY QUESTIONS” MATTER MOST As an advisor to families of great wealth, we encourage clients to consult with attorneys...
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Delegate Advisors Recognized by Financial Advisor Magazine

Delegate Advisors Recognized by Financial Advisor Magazine

Awards News/Media
Delegate Advisors has been ranked number 123 on Financial Advisor Magazine’s Registered Investment Advisor Survey and Ranking for 2017, which...
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Delegate Advisors Named to 2017 Financial Times 300 Top Registered Investment Advisors

Delegate Advisors Named to 2017 Financial Times 300 Top Registered Investment Advisors

Awards News/Media
Delegate Advisors announced that it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment...
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Delegate Advisors Recognized by San Francisco Business Times

Delegate Advisors Recognized by San Francisco Business Times

Awards News/Media
We are pleased to announce that Delegate Advisors has been named to the San Francisco Business Times list of 25...
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The State of the Secondaries Market: Delegate Advisors CEO Bob Borden Comments to FundFire

The State of the Secondaries Market: Delegate Advisors CEO Bob Borden Comments to FundFire

News/Media
The secondaries market, the market to buy and sell limited partner stakes in private equity funds, has experienced significant growth...
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Delegate Investment Update: A Brief Review and Look Ahead

Delegate Investment Update: A Brief Review and Look Ahead

Commentaries
This first letter of 2017 will present an outlook for what we believe to be the most important economic and...
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The New Nationalism: A Disconcerting Theme

The New Nationalism: A Disconcerting Theme

Commentaries
Over the past 30 years, three forces have largely been responsible for relatively high global GDP growth. First, interest rates...
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Delegate CEO Bob Borden Named as Keynote Speaker at Texas Private Equity Conference

Delegate CEO Bob Borden Named as Keynote Speaker at Texas Private Equity Conference

News/Media
Delegate Advisors is proud to announce that Chief Executive Officer and Chief Investment Officer Bob Borden will deliver the keynote...
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Delegate CEO Bob Borden Comments to Fund Fire on Private Equity Firms’ Potential Choice to Deregister

Delegate CEO Bob Borden Comments to Fund Fire on Private Equity Firms’ Potential Choice to Deregister

News/Media
For years following the 2010 Dodd-Frank financial reform law that required most private equity firms to register with the Securities...
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Andy Hart Comments to Campden FB on the Rise of Impact Investing

Andy Hart Comments to Campden FB on the Rise of Impact Investing

News/Media
Impact investing, which seeks both financial returns and philanthropic impact, is on the rise according to a recent study by...
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Delegate Advisors CEO Bob Borden Talks Hedge Fund Hesitations with HFM Investor Relations

Delegate Advisors CEO Bob Borden Talks Hedge Fund Hesitations with HFM Investor Relations

News/Media
Deleveraging, austerity and rising nationalism. These are the headwinds that are suppressing global growth and creating the relatively low-return global environment...
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Delegate CEO Bob Borden Discusses Private Placement Variable Annuities in Financial Advisor Magazine

Delegate CEO Bob Borden Discusses Private Placement Variable Annuities in Financial Advisor Magazine

News/Media
Traditionally, variable annuities haven’t been a product that appeals to wealthy investors. Instead they’re typically aimed at investors looking for...
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Delegate Advisors Third Quarter Review

Delegate Advisors Third Quarter Review

Commentaries
TO READ THE FULL REPORT, PLEASE CLICK HERE. 
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Andy Hart in Family Wealth Report: The US as a Safe Haven for Global Wealthy Families

Andy Hart in Family Wealth Report: The US as a Safe Haven for Global Wealthy Families

News/Media
Despite a chaotic election season and the potential for tax increases, global families are increasingly looking to the United States...
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Delegate’s Andy Hart in Campden FB: How to Avoid the Pitfalls of Philanthropy

Delegate’s Andy Hart in Campden FB: How to Avoid the Pitfalls of Philanthropy

News/Media
Philanthropy is a common function of families to engage the next generation and to further the family legacy. But as...
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Do You Need a Family Office?

Do You Need a Family Office?

Commentaries
This is often the first question we hear when families come into significant wealth. Often, they ask the question without...
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Delegate’s Morgan Tarr Recognized for Community Involvement

Delegate’s Morgan Tarr Recognized for Community Involvement

Awards
We are proud to announce that our Vice President Morgan Tarr has earned an Honorable Mention for the Community Service...
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